RJ Hamster
Sen. Hawley accuses Keith Ellison of accepting $10K from Minnesota fraudsters amid a heated Senate hearing.
— Read on townhall.com/tipsheet/dmitri-bolt/2026/02/12/josh-hawley-vs-keith-ellison-n2671221
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Millions are Boycotting RING CAMERAS After Super-Bowl Ad! | Buddy Brown | Republic News Team
— Read on republicnewsteam.com/winner/millions-are-boycotting-ring-cameras-after-super-bowl-ad-buddy-brown-2/
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Elon Musk Stuns Liberals With Shocking Plan for Massive Moon City – American Voter Polls News
— Read on americanvoterpolls.com/elon-musk-stuns-liberals-with-shocking-plan-for-massive-moon-city/
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Friends — quick update from us.
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A message from i2i Marketing Group, LLC
Dear Investor,
Silver demand has surged across AI, EVs, solar power, and electronics. Meanwhile, supply grew less than 1% this year – extending the market’s deficit to a 4th consecutive year. Inventories are thinning, and institutional interest is rising.
In tightening markets like this, early-stage exploration names often move before the broader sector. One company with major-backed assets and three 100%-owned projects is beginning to show early momentum.
As the squeeze builds, positioning may matter more than timing the headlines.
Just For You
Authored by Chris Markoch. Posted: 2/10/2026.
Cleveland-Cliffs (NYSE: CLF) reported mixed results the morning after the Super Bowl. The initial market reaction was bearish, but after the sell-off the stock may deserve another look.
Shares of the U.S.-based steelmaker (forgive the play on words) plunged roughly 18.9% in midday trading the day after the report. The results were solid in spots, but weak in others: a better-than-expected earnings loss was offset by revenue that came in below forecasts.
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A roughly 6% revenue miss wasn’t ideal, but it wasn’t unexpected, and management gave investors several tangible reasons to expect a better 2026. Still, with CLF up more than 47% over the prior 12 months, many investors had hoped for stronger guidance.
The stock now sits near a level that acted as support in October and as resistance about a year ago. That level also aligns with the stock’s 150-day simple moving average (SMA), making it a key support area to watch.
The shares are not officially oversold yet, but selling pushed the stock below its lower Bollinger band — a sign that oversold conditions could develop.
If Cleveland-Cliffs falls short of management’s 2026 targets, it won’t be for under-promising. Chairman, president and CEO Lourenco Goncalves painted a bullish picture for investors on the earnings call.
The bull case for CLF in 2026 is straightforward. Like other basic materials companies, Cleveland-Cliffs will see the first full year of 50% steel tariffs, which should support demand for domestic steel. That complements the company’s recent transition to having all assets fully operational — a contrast with 2025.
The company also reported gains in market share within its key automotive segment and cited broader improvements in manufacturing conditions, including lower coal prices, as reasons for optimism.
Backing the outlook, Cleveland-Cliffs expects to ship about 16.8 million tons of steel in 2026, roughly a 3% increase from the 16.2 million tons it shipped in 2025. The company reiterated capital expenditures (capex) of about $700 million, in line with recent years.
Despite the broad optimism, Goncalves gave a less definitive update on the company’s strategic partnership with Korean steelmaker POSCO.
Under the proposed agreement, POSCO could take an equity stake in Cleveland-Cliffs.
It wasn’t that the update was negative, but the call produced no concrete new details. That has left some investors wondering whether the agreement — expected to close in the first half of 2026 — is still on track.
Importantly, the company did not tie its initial 2026 outlook to the POSCO investment. The question for investors is whether the company’s baseline outlook — excluding the potential POSCO equity investment — is sufficient to support CLF’s share price going forward.
One often-overlooked takeaway from Cleveland-Cliffs’ earnings presentation is how sensitive the business is to modest improvements in pricing and utilization. Even small gains in steel prices and capacity use could materially boost the firm’s earnings.
Management emphasized that 2025 results were weighed down by contract pricing lags and underutilized assets — factors that depress near-term revenue but don’t reflect normalized cash-flow potential.
With all facilities now operational and automotive contracts resetting through 2026, incremental volume gains could translate disproportionately into free cash flow as fixed costs are absorbed. That dynamic helps explain why management maintained steady capex guidance while expressing confidence in improving margins.
In short, this quarter’s weakness looks more like a timing issue than a sign of structural demand deterioration. For investors focused solely on the revenue miss, the market may be underestimating how quickly CLF’s earnings power could recover if pricing and shipments move even slightly in the company’s favor.
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→ Huge robotics rollout underway
(From Altimetry)
The more things change, the more things stay the same for Albemarle Corp. (NYSE: ALB) stock. That may not be much comfort for investors as the stock is down about 3% the morning after earnings. But the long-term outlook for Albemarle remains bullish, while the short-term outlook is likely to be choppy.
In its fourth-quarter earnings report, Albemarle generated $1.43 billion in revenue. That beat analyst forecasts of $1.34 billion, continuing a trend that’s been in place for several quarters. More importantly, revenue rose from $1.23 billion a year ago, marking a return to year-over-year growth after four consecutive quarters of declines.
On the earnings front, the company reported negative earnings per share of 53 cents, missing the forecast. However, it was an improvement of over 50% on a YOY basis.
Like many stocks in the basic materials sector, Albemarle’s numbers reflect higher lithium prices, with spodumene concentrate (a key lithium-bearing ore) tripling since June 2025 amid tightening supply. However, with ALB stock down about 11% since Jan. 27, it’s more important to focus on the supply-demand outlook for lithium than on the earnings print.
The lithium market outlook through 2030underscores why: global demand is forecast to surge from $32.38 billion in 2025 to $96.45 billion by 2033 (14.5% CAGR), driven by EV adoption and energy storage.
Albemarle will never be confused with an artificial intelligence (AI) play. But energy storage is expected to be a key driver for lithium demand between now and 2030. Lithium is the backbone of grid-scale AI data centers and renewable energy projects, with lithium-ion batteries accounting for over 75% of global storage capacity.
And a key takeaway from Albemarle’s earnings presentation is that global stationary storage demand was up more than 80% in 2025 with strong growth in all major regions. Much of that growth is coming from increased energy demand from AI data centers.
Amid volatile lithium prices, Albemarle is optimizing production through disciplined capacity management and cost controls. The company recently idled its Kemerton Train 1 in Australia. This followed 2024 actions on Train 2, shifting hydroxide output to lower-cost channels like its Chilean brine operations while keeping access to Greenbushes spodumene. This preserves 2026 volumes without CapEx bloat, boosting adjusted EBITDA from Q2 onward.
Domestically, a $90 million grant from the U.S. Department of Energy (DOE) reactivates the Kings Mountain mine, leveraging U.S. reserves for supply chain resilience amid Asia’s dominance. Albemarle prioritizes conversion efficiency, targeting flat CapEx in 2026, focused on productivity gains and resource development. For the time being, that means flat net sales but resilient EBITDA despite price swings.
These moves balance near-term flexibility with long-term demand surge (14.5% CAGR to 2030), positioning ALB to capture upside as EVs and grid storage accelerate.
Due to Albermarle’s key role in the lithium supply chain, it’s not surprising that the ALB stock chartlooks very similar to that of the spot chart for lithium. Both peaked in late 2022 as the price of lithium was nearly $80,000 per metric ton. The price of ALB stock has moved in tandem with lithium ever since.
That meant a gain of more than 110% over the past 12 months. The stock has pulled back about 17% since Jan. 27, with the selloff continuing the morning after the earnings report.
From a technical standpoint, Albermarle’s uptrend remains intact, but there are signs of momentum fatigue. In early 2026, each dip from an oversold relative strength indicator (RSI) produced quick new highs. That said, the latest selloff has been deeper and accompanied by a rollover in RSI from overbought territory.
Investors will want to watch for a few signals to confirm the short-term direction of ALB stock.
The 50-day SMA is currently at $156.48. At that level, ALB stock would be about 3% below the current consensus price target. Since analysts have been raising their price targets since the beginning of the year, that would appear to be a compelling buy zone for patient bulls.
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Factors are aligning that suggest Fortinet (NASDAQ: FTNT) stock will rebound in 2026, with a 15% to 30% gain. They include technical setup, results, analyst trends, and institutional activity, collectively providing support and a tailwind for price action.
While AI is disrupting the outlook, it is also driving this cybersecurity business as companies lean into AI-assisted services while protecting themselves from ever-increasing risk. Estimates vary, but they agree that the incidence and cost of cybersecurity attacks are increasing and will continue to rise.
Fortinet’s stock price retreated sharply in mid-2025 as fears of slowing growth crept into the market. The pullback was an overreaction, though, given the strength of the Q4 2025 results and 2026 guidance. Subsequent price action has since confirmed the Q3 2025 lows as a bottom, with both the MACD and stochastic in alignment.
The MACD specifically shows a divergence from the second low, indicating the bulls are regaining market control. This is a significant detail, as the market is also trading in alignment with, or above, critical moving averages, including the 150-week and 150-day EMAs, indicators of buy-and-hold support. Resistance is evident near the $87.50 level following the release, but is unlikely to linger, given the strength of the results and the analyst response.
Fortinet had a solid quarter, with Q4 revenue growing by 15.1% to over $1.9 billion. The top line outpaced reported consensus by 270 basis points, underpinned by a 20% increase in product sales and services and an 18% increase in billings. Strength was seen across the portfolio and is expected to persist in the upcoming year.
While the Q1 revenue guidance was a bit shy of estimates, strength is expected in the back half of the year. The critical detail is that earnings forecasts were higher than expectations for both Q1 and the year, and are potentially cautious given the trends. The company’s CFO forecasts service revenue to accelerate in the back half, pointing to accelerating product revenue in 2025 as the leading indicator. The likely outcome is that Fortinet will display relative strength and outperformance in upcoming quarters.
The analyst response to Fortinet’s Q4 release and guidance update was mixed, with numerous price target reductions offsetting many price target increases.
Critical details include that more price target increases than decreases were issued, revealing a bullish bias, and that the 12 revisions issued within the first three days of the release align with the broader consensus target.
The broad range of targets assumes a small upside for this market and a floor for price action aligned with the current support targets.
Those are in the range of $70 to $74, coincidentally aligned with prior resistance levels broken in 2024.
The likely outcome is that FTNT may continue consolidating near early February levels, but a deeper pullback is not expected. What is expected is for potent catalysts to emerge later in the year as results outperform expectations.
Institutions provide a solid support base for this stock with their activity aligning with the market bottom, as indicated by technical factors, results, and analyst trends. The group owns more than 80% of the stock and has accumulated at a rate of more than $3 for each $1 sold in January 2026. The buying pace underpins the January stock price rebound, and has the market set up to continue advancing. The risk for retail traders is that institutions are unlikely to chase price action higher, rather waiting for price pullbacks before adding to their positions, raising the risk of range-bound trading until later in the year.
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More than just a financial check-up, earnings for companies in the healthcare sector offer a key window for investors into a firm’s pipeline and development progress. Even well-established, stable firms in the healthcare space can surprise with growth upon the release of a new blockbuster drug or medical device, and earnings periods are an opportunity for management to provide insight and commentary beyond what investors might expect from FDA notices of approvals, for example.
When healthcare companies release earnings reports on the same day, it can make for a busy time for investors keen to sort through the noteworthy news and plan their trades in response. On Feb. 10, 2025, three major names in the sector—AstraZeneca (NASDAQ: AZN), Edwards Lifesciences (NYSE: EW), and Zimmer Biomet (NYSE: ZBH)—all reported full-year and Q4 2025 earnings. Below are some of the highlights and takeaways for healthcare investors looking to make an informed plan based on these updates.
U.K.-based pharma giant AstraZeneca ended 2025 by cementing its position as a go-to provider of cancer medicines, which accounted for about 44% of all product sales for the final quarter of the year. Sales of popular oncology drugs like Imfinzi and Enhertu grew by as much as 48% year-over-year (YOY), helping to fuel total revenue growth of 8.6% to $58.7 billion for the quarter.
After-tax profits surged alongside this growth in revenue, climbing to $10.2 billion from $7 billion in the prior-year quarter, prompting the company’s board to declare a second interim dividend 7 cents higher than last year’s.
Investors will also have more to look forward to in the year to come as the company pushes forward on dozens of new drugs in the midst of clinical trials. Management indicated that 20 Phase 3 readouts are on the way in 2026. The firm expects solid increases to both total revenue and core earnings per share (EPS) for full-year 2026.
In the hours following its strong earnings performance, AZN shares climbed by close to 3%. Though 10 out of 11 analysts rate AZN a Buy or equivalent, Wall Street raises questions about the firm’s valuation—expecting shares could fall by close to 51% based on a consensus price target of $95.75.
Edwards builds replacement heart valves and similar surgical devices, as well as monitoring systems. The firm’s Q4 2025 earnings results were largely positive, including 13.3% YOY sales growth driven by strong transcatheter aortic valve replacement (TAVR) momentum and success with the latest iteration of the company’s SAPIEN valve.
At the same time, though, adjusted EPS came up short relative to what analysts had predicted, and gross profit margin fell by 0.8% YOY.
Still, despite some mixed results in the last quarter, Edwards remains optimistic that it will meet its prior 2026 outlook, which called for sales growth between 8% and 10% YOY and EPS between $2.90 and $3.05.
EW shares spiked above $80, about 4% higher than they closed, in after-hours trading following the earnings announcement.
About two-thirds of analysts rating EW sharesbelieve they are a Buy, and Wall Street anticipates that the share price could rise by about a quarter to $96.77.
Zimmer Biomet, a maker of replacement systems and implants for joint and bone disorders, saw its share price rise more than 3% hours after announcing EPS of $2.42, 4 cents above consensus estimates, and revenue of $2.2 billion, up almost 11% YOY and also slightly ahead of predictions. Demand for Zimmer’s orthopedic products remains high, helping to fuel top- and bottom-line growth.
Zimmer is also in the midst of a transition that will see the company focus more specifically on sales in the United States, where the firm sees close to 60% of its business. As insured patients are continuing to push utilization upward, investors may expect demand for Zimmer’s products to remain high for the near term.
Still, Zimmer is likely to continue to be impacted by tariffs, which could cut into overall EPS and revenue performance for 2026, prompting management to issue conservative guidance in the latest earnings report, including adjusted EPS between $8.30 and $8.45 and free cash flow improvement between 8% and 10%.
Prior to the earnings statement, analysts remain divided on Zimmer, with the company earning a Hold rating overall, despite 15% in projected upside potential.
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Hi, missionary or mercenary?
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Commerce Secretary Lutnick confirms 2012 lunch on Epstein’s island, years after vowing to cut all contact – Christian News Alerts
— Read on christiannewsalerts.com/commerce-secretary-lutnick-confirms-2012-lunch-on-epsteins-island-years-after-vowing-to-cut-all-contact/